SCZ — ISHARES

Ownership history in Wealth Architects, LLC  ·  45 quarters on record

This page tracks every 13F SEC filing in which Wealth Architects, LLC reported a position in ISHARES (SCZ). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
4.83% (2016 Q3)
Avg. % of fund
3.0%
First filed
2014 Q4
Last filed
2025 Q4
Quarters held
45
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 179,965 -998 -0.6% 1.26% $14.0M $77.53
2025 Q3 REDUCED 180,963 -7,513 -4.0% 1.31% $13.9M $75.25
2025 Q2 ADDED 188,476 +53,856 +40.0% 1.39% $13.7M $71.29
2025 Q1 REDUCED 134,620 -51,486 -27.7% 0.49% $4.4M $61.39
41 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SCZ price (monthly, adj. close)

Other funds also holding SCZ

As of 2025 Q4 — sorted by position size

Bear Mountain Capital, Inc. 8.45% LTG Capital LLC 3Y 6.12% Shakespeare Wealth Management, LLC 3Y 7Y 5.05% Sound Stewardship, LLC 4.88% Shore Point Advisors, LLC 3Y 3.99% Omega Financial Group, LLC 3Y 7Y 3.59% DORVAL Corp 3.35% Brand Asset Management Group, Inc. 3Y 7Y 3.22% Shoker Investment Counsel, Inc. 3Y 7Y 3.21% NorthStar Asset Management LLC /NJ/ 2.54%
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